Jun 2026 (Q2 FY26) — Aug 7, 2026
Atmus Filtration Technologies Q2 FY26 — Record Sales and Strong Cash Flow Amidst Market Headwinds
Read the full callAtmus Filtration Technologies (ATMU) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Atmus Filtration Technologies earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 528 | +16.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.4 | +0.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 63.9 | +6.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
17 of 26 judged targets kept · 17 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $2.75 to $3 | Dec 2025 | Lastly, adjusted EPS is expected to be in a range of $2.85 to $3. | Revised Up |
| Adjusted EBITDA margin | 19.5% to 20.5% | Dec 2025 | we are narrowing our full year adjusted EBITDA guidance and now expect to be in a range of 19.75% to 2.25%. | On Track |
9 of Atmus Filtration Technologies Inc.'s 43 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 41 more targets are in the full ledger.
Claimed
- Achieved record sales of $528 million, an increase of 16.4% year-over-year.
- Delivered strong adjusted EPS of $0.82, up from $0.75 in the prior year.
- Generated robust adjusted free cash flow of $67 million, significantly up from $36 million year-over-year.
- Successfully completed over 95% of the Cook filter acquisition integration activities.
Qualified
- Aftermarket market conditions remained relatively flat year-over-year, with subdued performance in Europe, Middle East, and Asia Pacific.
- Middle East conflict continued to impact India joint venture income and contributed to higher raw material costs.
- Industrial Solutions segment experienced a temporary sequential decline in adjusted EBITDA margin to 18.9% due to one-off operational inefficiencies.
Price
$44.37 +0.89% · +$0.39
Performance −0.1% 1Y
1Y: $44.4 on 15 Oct 2025 → $44.37. High $65.57 (2 Mar 2026), low $42.62 (8 Oct 2026).
- Previous close
- $43.98
- 52-week range
- $42.62 – $65.57
- One year
- −0.02%
Overview
- Symbol
- ATMU
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
17 of 26 judged targets kept · 17 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $2.75 to $3 | Dec 2025 | Lastly, adjusted EPS is expected to be in a range of $2.85 to $3. | Revised Up |
| Adjusted EBITDA margin | 19.5% to 20.5% | Dec 2025 | we are narrowing our full year adjusted EBITDA guidance and now expect to be in a range of 19.75% to 2.25%. | On Track |
Claimed
- Achieved record sales of $528 million, an increase of 16.4% year-over-year.
- Delivered strong adjusted EPS of $0.82, up from $0.75 in the prior year.
- Generated robust adjusted free cash flow of $67 million, significantly up from $36 million year-over-year.
- Successfully completed over 95% of the Cook filter acquisition integration activities.
Qualified
- Aftermarket market conditions remained relatively flat year-over-year, with subdued performance in Europe, Middle East, and Asia Pacific.
- Middle East conflict continued to impact India joint venture income and contributed to higher raw material costs.
- Industrial Solutions segment experienced a temporary sequential decline in adjusted EBITDA margin to 18.9% due to one-off operational inefficiencies.
The full ledger
Open Atmus Filtration Technologies Inc.’s full ledger
A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 1, 2026
Atmus Filtration Technologies Q1 FY26 — Strong Start with Koch Filter Acquisition and Maintained Full-Year Outlook
Read the full callEvery analysed call
Atmus Filtration Technologies earnings calls (ATMU)
Financials
What the filings say
Net profit, year on year: +7% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 404 | 407 | 417 | 454 | 448 | 447 | 478 | 528 |
| Operating profit | 63 | 55 | 65 | 82 | 82 | 71 | 76 | 97 |
| Operating margin | 15.7% | 13.4% | 15.6% | 18.0% | 18.3% | 15.8% | 16.0% | 18.4% |
| Interest | 10 | 9 | 8 | 9 | 9 | 8 | 14 | 14 |
| Profit before tax | 54 | 51 | 57 | 77 | 72 | 61 | 61 | 83 |
| Tax rate | 18.4% | 21.2% | 21.3% | 21.9% | 23.6% | 21.3% | 20.9% | 22.8% |
| Net profit | 44 | 40 | 45 | 60 | 55 | 48 | 48 | 64 |
| EPS ($ per share) | 0.53 | — | 0.54 | 0.73 | 0.67 | — | 0.59 | 0.78 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 |
| Reserves | — | 0 | 87 | 265 | 455 |
| Total liabilities | — | 412 | 1,008 | 963 | 972 |
| Fixed assets | — | 148 | 175 | 186 | 197 |
| Total assets | — | 867 | 1,089 | 1,190 | 1,351 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 210 | 166 | 189 | 105 | 203 |
| Cash from investing | -33 | -37 | -46 | -49 | -54 |
| Cash from financing | -176 | -128 | 25 | -36 | -102 |
| Net cash flow | 0 | 0 | 168 | 16 | 52 |
| Capital expenditure | -33 | -37 | -46 | -49 | -54 |
| Free cash flow | 177 | 128 | 143 | 57 | 149 |
ATMU revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Power Solutions | — | — | — | — | — | — | 92% | 92% | — |
| Industrial Solutions | — | — | — | — | — | — | 8% | 8% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 55% ↑ 7 pt
- Non Us 45% ↓ 7 pt
As ATMU cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
37 filings between Nov 13, 2025 and Aug 17, 2026.
Open market
decisions to buy or sellPurchases
$209.6K
4 purchases by 2 insiders
Sales
$1.84M
6 sales by 5 insiders
Compensation
not trading decisions- 18
- Award — granted as compensation
- 8
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Disher Stephanie | — | $1.16M | Jun 1, 2026 |
| Swan Renee | — | $313.1K | Aug 17, 2026 |
| Kienzler Jack | — | $232.2K | Jun 1, 2026 |
| Masters Charles | — | $130.8K | Jun 1, 2026 |
| HAGGERTY GRETCHEN R | $110.0K | — | May 12, 2026 |
| Macadam Stephen E. | $99.6K | — | Aug 12, 2026 |
| Donoso Diego | — | $977 | Nov 13, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Swan Renee Chief People Officer | Sale | 3,870 | $197.0K |
| Aug 12, 2026 | Macadam Stephen E. Director | Purchase | 2,000 | $99.6K |
| Jun 1, 2026 | Disher Stephanie Chief Executive Officer | Sale | 25,652 | $1.16M |
| Jun 1, 2026 | Masters Charles Senior Vice President | Sale | 2,890 | $130.8K |
| Jun 1, 2026 | Kienzler Jack Chief Financial Officer | Sale | 5,132 | $232.2K |
| Jun 1, 2026 | Swan Renee Chief People Officer | Sale | 2,566 | $116.1K |
| May 12, 2026 | Leipold Jane A Director | Award | 2,619 | $0 |
| May 12, 2026 | Macadam Stephen E. Director | Award | 2,619 | $0 |
| May 12, 2026 | Donoso Diego Director | Award | 2,619 | $0 |
| May 12, 2026 | Carpenter Kevin N SVP-Chief Supply Chain Officer | Award | 28,509 | $0 |
| May 12, 2026 | Sharp Heath Director | Award | 2,619 | $0 |
| May 12, 2026 | Bennett Roy Edwin Director | Award | 2,619 | $0 |
| May 12, 2026 | TAYLOR STUART A II Director | Award | 2,619 | $0 |
| May 12, 2026 | HAGGERTY GRETCHEN R Director | Purchase | 100 | $5.6K |
| May 12, 2026 | HAGGERTY GRETCHEN R Director | Purchase | 1 | $56 |
| May 12, 2026 | HAGGERTY GRETCHEN R Director | Purchase | 1,872 | $104.4K |
| May 12, 2026 | HAGGERTY GRETCHEN R Director | Award | 2,619 | $0 |
| Apr 1, 2026 | Heltebran Laura CLO & Corp Sec | Award | 3,717 | $0 |
| Apr 1, 2026 | Disher Stephanie Chief Executive Officer | Award | 31,492 | $0 |
| Apr 1, 2026 | Masters Charles Senior Vice President | Award | 4,130 | $0 |
| Apr 1, 2026 | Kienzler Jack Chief Financial Officer | Award | 5,163 | $0 |
| Apr 1, 2026 | Swan Renee Chief People Officer | Award | 1,962 | $0 |
| Feb 27, 2026 | Disher Stephanie Chief Executive Officer | Tax withheld | 66,639 | $4.30M |
| Feb 27, 2026 | Disher Stephanie Chief Executive Officer | Tax withheld | 15,854 | $1.02M |
| Feb 27, 2026 | Masters Charles Senior Vice President | Tax withheld | 9,046 | $583.7K |
| Feb 27, 2026 | Masters Charles Senior Vice President | Tax withheld | 2,131 | $137.5K |
| Feb 27, 2026 | Kienzler Jack Chief Financial Officer | Tax withheld | 16,266 | $1.05M |
| Feb 27, 2026 | Kienzler Jack Chief Financial Officer | Tax withheld | 3,851 | $248.5K |
| Feb 27, 2026 | Swan Renee Chief People Officer | Tax withheld | 9,570 | $617.6K |
| Feb 27, 2026 | Swan Renee Chief People Officer | Tax withheld | 2,254 | $145.5K |
| Feb 13, 2026 | Swan Renee Chief People Officer | Award | 18,536 | $0 |
| Feb 13, 2026 | Disher Stephanie Chief Executive Officer | Award | 169,209 | $0 |
| Feb 13, 2026 | Masters Charles Senior Vice President | Award | 21,152 | $0 |
| Feb 13, 2026 | Kienzler Jack Chief Financial Officer | Award | 41,094 | $0 |
| Feb 5, 2026 | Sharp Heath Director | Award | 614 | $0 |
| Nov 18, 2025 | Donoso Diego Director | Other | 20 | $0 |
| Nov 13, 2025 | Donoso Diego Director | Sale | 20 | $977 |
| Oct 3, 2025 | Masters Charles Senior Vice President | Tax withheld | 28 | $1.2K |
| Oct 3, 2025 | Kienzler Jack Chief Financial Officer | Tax withheld | 25 | $1.1K |
| Sep 5, 2025 | Donoso Diego Director | Purchase | 15 | $687 |
| Aug 14, 2025 | Swan Renee Chief People Officer | Tax withheld | 5,007 | $226.2K |
| Aug 13, 2025 | Donoso Diego Director | Purchase | 25 | $1.1K |
| May 20, 2025 | TAYLOR STUART A II Director | Award | 3,886 | $0 |
| May 20, 2025 | Macadam Stephen E. Director | Award | 3,886 | $0 |
| May 20, 2025 | Leipold Jane A Director | Award | 3,886 | $0 |
| May 20, 2025 | Donoso Diego Director | Award | 3,886 | $0 |
| May 20, 2025 | Bennett Roy Edwin Director | Award | 3,886 | $0 |
| May 20, 2025 | HAGGERTY GRETCHEN R Director | Award | 3,886 | $0 |
| May 13, 2025 | Heltebran Laura CLO & Corp Sec | Award | 20,444 | $0 |
| Apr 2, 2025 | Donoso Diego Director | Sale | 40 | $1.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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